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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,405 hedge funds and large institutions have $39.1B invested in iShares Russell 1000 Value ETF in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 375 increasing their positions, 611 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,405
Holders Change
-51
Holders Change %
-3.5%
% of All Funds
22.49%
Holding in Top 10
99
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-14.66%
% of All Funds
1.58%
New
92
Increased
375
Reduced
611
Closed
113
Calls
$42.4M
Puts
$13M
Net Calls
+$29.5M
Net Calls Change
+$26.1M

Top Buyers

1
Baird Financial Group
Baird Financial Group
Wisconsin
+$65.2M
2
Morgan Stanley
Morgan Stanley
New York
+$53.6M
3
Goldman Sachs
Goldman Sachs
New York
+$24.9M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$21.5M
5
CA
Cetera Advisors
Colorado
+$20.2M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$779M
2
Bank of America
Bank of America
North Carolina
-$642M
3
JHU
Johns Hopkins University
Maryland
-$220M
4
American Century Companies
American Century Companies
Missouri
-$204M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$196M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMC
1076
Asset Management Corp
Illinois
$288K +$1.52K +10 +0.5%
MAWA
1077
Moss Adams Wealth Advisors
Washington
$288K – – –
IWA
1078
Inspirion Wealth Advisors
Illinois
$287K – – –
FNBT
1079
FineMark National Bank & Trust
Florida
$287K +$287K +1,884 New
HIP
1080
HUB Investment Partners
Texas
$285K +$285K +1,870 New
WMP
1081
Wealth Management Partners
Arizona
$285K -$19.9K -131 -7%
SIC
1082
Salem Investment Counselors
North Carolina
$284K -$6.4K -42 -2%
LG
1083
LaFleur & Godfrey
Michigan
$283K – – –
FNB
1084
Farmers National Bank
Kentucky
$283K +$7K +46 +3%
LWM
1085
Laidlaw Wealth Management
New York
$283K – – –
MA
1086
MCF Advisors
Kentucky
$282K – – –
SAM
1087
Secure Asset Management
Michigan
$282K +$152 +1 +0.1%
ECA
1088
Elevated Capital Advisors
Utah
$281K +$4.11K +27 +1%
KWMG
1089
King Wealth Management Group
Florida
$281K -$24.4K -160 -8%
PPW
1090
PACK Private Wealth
Minnesota
$280K – – –
NCM
1091
Noesis Capital Mangement
Florida
$280K – – –
LPT
1092
Legacy Private Trust
Wisconsin
$280K +$280K +1,838 New
LNB
1093
Ledyard National Bank
$280K +$280K +1,837 New
CBFP
1094
Cedar Brook Financial Partners
Ohio
$278K +$1.37K +9 +0.5%
RIA
1095
Regal Investment Advisors
Michigan
$278K -$44K -289 -14%
SIA
1096
Soltis Investment Advisors
Utah
$277K -$1.52K -10 -0.5%
AMBIA
1097
Allen Mooney & Barnes Investment Advisors
Georgia
$277K – – –
RDFA
1098
Ritter Daniher Financial Advisory
Ohio
$272K – – –
GAG
1099
Goodman Advisory Group
Massachusetts
$271K – – –
PB
1100
Pinnacle Bancorp
Nebraska
$271K +$18.7K +123 +7%
42 43
44
45 46